Financial Planner launches ‘World Citizen’ service
- Wednesday, 04 October 2017
- Articles
Chartered Financial Planning firm Perceptive Planning, a London-based company headed by well known planner Phil Billingham CFP, has launched a World Citizen service aimed at 12 million multi-jurisdiction clients.
Read more...Trainee Financial Planner wins £2k study trip to South Africa
- Wednesday, 06 September 2017
- Articles
A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.
Read more...Young planners can win £2k to attend South Africa conference
- Monday, 21 August 2017
- Articles
Risk profiling software provider FinaMetrica is offering young Financial Planners and Paraplanners a chance to attend the prestigious Financial Planning Institute Annual Conference in South Africa.
Read more...Technical Update: Multi-jurisdiction Financial Planning
- Monday, 27 June 2016
- Insight & Analysis
More and more clients – especially the wealthier clients who are more likely to use Financial Planners – have assets, income or liabilities in more than one jurisdiction. That may be for legacy reasons (emigration or retirement abroad) or business reasons.
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